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Nov 2, 2012
11/12
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CNBC
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eye 162
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america was king. geopolitical risks linked exposure. not just to the rising price of oil jostled by the middle east. always an issue. but linked exposure to the sovereign debt and banking debt issues of europe. how much the exposure might be to the chinese company. for example for most of 2011 it was possible to own banks. they were perceived as linked to the troubled euro and its -- overstressed french and spanish counterparts well we got our heads handed to us. simply owning tech? when tech is often to be considered heavily dependent upon europe? as much as 20, 25% of their earnings for tech are derived from the continent. typically it's been deadly. we know this because the business don't dodge it. the analysts won't let them get away with it. all you got to do is listen to q&a. at the end of the call if you're a company with european exposure you'll hear one of out of every two or three questions about europe. asia one out of every two questions about china. you want some preventative earnings season medicine go through previous cal
america was king. geopolitical risks linked exposure. not just to the rising price of oil jostled by the middle east. always an issue. but linked exposure to the sovereign debt and banking debt issues of europe. how much the exposure might be to the chinese company. for example for most of 2011 it was possible to own banks. they were perceived as linked to the troubled euro and its -- overstressed french and spanish counterparts well we got our heads handed to us. simply owning tech? when tech...
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343
Nov 7, 2012
11/12
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CNBC
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eye 343
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we're in 145 or so refineries in north america. we're providing everything from turn around services to industrial clean-up. everything to do with emergency response work, certainly. but the refinery market is a very strong market for us. we continue to see big investments being made to make some of the refineries that much larger and more complex. some of the older, antiquated refineries are being shut down. it's a real focus of our business. >> allen, one of the things that amazed me about this quarter is your landfill business. i'm very close to waste management. they're not operating anywhere near what you are. you have 91 percent on incineration. where is the stuff coming from? there's not enough construction site work from waste management to fill their landfills up. >> we have 11 landfills in north america, two in canada, nine here in the u.s. a lot of that volume that we're getting into our landfills in the u.s. is from the oil and gas place, quite frankly. so our raeal focus to deal with drill cuttings, a lot of the drilli
we're in 145 or so refineries in north america. we're providing everything from turn around services to industrial clean-up. everything to do with emergency response work, certainly. but the refinery market is a very strong market for us. we continue to see big investments being made to make some of the refineries that much larger and more complex. some of the older, antiquated refineries are being shut down. it's a real focus of our business. >> allen, one of the things that amazed me...
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186
Nov 1, 2012
11/12
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CNBC
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what better time to talk about america's domestic supply of nan gas. crushed by the street after reporting, but is this your chance to fill up? cramer's drilling down with the ceo in an earnings exclusive. >>> and later, the market may have traded higher today, but after a slew of disappointing reports, there is plenty of pessimism on wall street. cramer is looking beyond the doom and gloom. >> holiday rush? clean up continues as retailers get ready for the busiest shopping season of the year. cramer is seeing if they could be a gift to your portfolio. don't miss this exclusive with the ceo of shopping center, all coming up on "mad money." >> don't miss a second of "mad money." fol lot @jimcramer. send him an e-mail or give us a call. 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >> with the price of oil inching back up and people all over the northeast unablg to buy gasoline. the only way to get opec off our neck and break our addiction to foreign oil is producing cheap, clean, and plentiful natural gas. oil we import is used to make dies
what better time to talk about america's domestic supply of nan gas. crushed by the street after reporting, but is this your chance to fill up? cramer's drilling down with the ceo in an earnings exclusive. >>> and later, the market may have traded higher today, but after a slew of disappointing reports, there is plenty of pessimism on wall street. cramer is looking beyond the doom and gloom. >> holiday rush? clean up continues as retailers get ready for the busiest shopping...
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263
Nov 30, 2012
11/12
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CNBC
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eye 263
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they're the largest producer of burial caskets in america. stock's had a big move in the last two weeks, reporting a strong quarter and making an acquisition of caperion. i like where they're headed. i like the 3.6% yield. after this run let's wait for a pug back inspired by the fiscal cliff woes you know we have that more in the future. this one does look like a winner. i'm endorsing hillenbrand. the company has been mentioned as a candidate to give you a special dividend before year end to beat those higher dividend rates i think sadly are definitely in the cards. now it's time for some tweets. let's take our first tweet. this one is from @w 3 k in. he says, i think he's a he, he says "congrats to regina. are you guys playing nice while the e.p. is gone?" this is in mention to regina. great family. we miss her horribly. we have a good backup staff because she knew that one day she was going to have this baby. next tweet from mike underscored ded. his tweet says "regeneron since last winter has been a beast. what's the rating for the long te
they're the largest producer of burial caskets in america. stock's had a big move in the last two weeks, reporting a strong quarter and making an acquisition of caperion. i like where they're headed. i like the 3.6% yield. after this run let's wait for a pug back inspired by the fiscal cliff woes you know we have that more in the future. this one does look like a winner. i'm endorsing hillenbrand. the company has been mentioned as a candidate to give you a special dividend before year end to...
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251
Nov 12, 2012
11/12
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CNBC
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eye 251
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in america you lose power, you get a job as a lobbyist. in china, they're not as kind to the odd party out. unlike our politicians, these guys have a real incentive to fix things. i wonder if he had have three networks competing to call the election over there? anyway, yeah, china's better than you thought it was. yet many of our cyclical stocks that depend on china are still trading like the people's republic is going to have a really nasty, brutal, hard landing. based on what we're seeing, that is not in the cards which means the china oriented stocks deserve to go higher. forget the big picture for a second. you know i'm a bottom's up guy. i like to take my cue from individual companies. the companies with a lot of chinese business, they're saying the same thing. no one is listening. i'm listening. china stabilized. in september caterpillar slashed the guidance but the stock didn't go down because people were expecting the worst. they said that china should improve in 2013 versus 2012. no wonder cat failed to go down today after a heavy
in america you lose power, you get a job as a lobbyist. in china, they're not as kind to the odd party out. unlike our politicians, these guys have a real incentive to fix things. i wonder if he had have three networks competing to call the election over there? anyway, yeah, china's better than you thought it was. yet many of our cyclical stocks that depend on china are still trading like the people's republic is going to have a really nasty, brutal, hard landing. based on what we're seeing,...
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Nov 26, 2012
11/12
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CNBC
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eye 186
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but also some europe and latin america. you know, i think the chinese economy is in the process of coming in for a soft landing which is incredibly bullish. look, this weekend we got more positive data from china. now that the leadership transition has happened in the communist party, i think the chinese government could be more aggressive about stimulating the economy since they seemed to have got their inflation situation whipped and a rebound in china's economy, what a reason to own fedex in itself. last but not least, i think fedex is worth buying here because the price is right. at the moment the stock is trading at 11 times earnings. we're 20% below where u.p.s. is trading. it isn't that much better. u.p.s. is not that much better than fedex. remember, fedex soared when we heard about the restructuring. ever since the election it has pulled back along with the rest of the market to the point where it's now almost back to where it was before the announcement. it's time to buy, people. bottom line, you want a real cyber
but also some europe and latin america. you know, i think the chinese economy is in the process of coming in for a soft landing which is incredibly bullish. look, this weekend we got more positive data from china. now that the leadership transition has happened in the communist party, i think the chinese government could be more aggressive about stimulating the economy since they seemed to have got their inflation situation whipped and a rebound in china's economy, what a reason to own fedex in...
242
242
Nov 5, 2012
11/12
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CNBC
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eye 242
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he just wants north america to be energy self-sufficient no matter what. and embraces american and canadian fossil fuels as a way to get there. i have searched endlessly for economic issues that the president has direct control over, meaning you can buy them, bingo, as soon as you find out who wins tomorrow night. given the fiscal crisis in our country, i don't believe that a president can have much say over a huge budget decision anymore. things are complex. things are too limited. i don't see individual companies benefiting from taking the direction of a fractured congress. i also think there can be no huge shift in tax policy under romney as long as congress remains gridlocked, which seems to be the most likely outcome regardless of who takes the house. if it's possible that governor romney is about to harness the last-minute surge aided by what i am told is a very successful get out the vote move, and if virtually all the polls have some sort of consistent pro-obama bias in which case my view that president obama prevails handily is proven wrong, then
he just wants north america to be energy self-sufficient no matter what. and embraces american and canadian fossil fuels as a way to get there. i have searched endlessly for economic issues that the president has direct control over, meaning you can buy them, bingo, as soon as you find out who wins tomorrow night. given the fiscal crisis in our country, i don't believe that a president can have much say over a huge budget decision anymore. things are complex. things are too limited. i don't see...
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163
Nov 27, 2012
11/12
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CNBC
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and bp's also committed to america. we support nearly 250,000 jobs and invest more here than anywhere else. we're working to fuel america for generations to come. our commitment has never been stronger. and waiting in line. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com, you can print real u.s. postage for all your letters and packages. it gives you the exact amount of postage you need the instant you need it. can you print only stamps? no. first class. priority mail. certified. international. and the mailman picks it up. i don't leave the shop anymore. [ male announcer ] get a 4-week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to the post office again. >>> you know i'm kind of reeling by what vernon hill said at the end of the interview. he said, great banker, created commerce bank, the greatest, probably the greatest performer of all bank stocks. and he said it's the little and medium-sized banks that
and bp's also committed to america. we support nearly 250,000 jobs and invest more here than anywhere else. we're working to fuel america for generations to come. our commitment has never been stronger. and waiting in line. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com, you can print real u.s. postage for all your letters and packages. it gives you the exact amount of postage you need the instant you need it. can you print only...
122
122
Nov 9, 2012
11/12
by
WBAL
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eye 122
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more dishwasher brands in north america recommend cascade. degree created an antiperspirant that's just as strong. degree clinical protection. up to three times the strength of a basic antiperspirant. degree clinical protection. unapologetically strong. the rid-x septic subscriber program helps prevent backups by sending you monthly doses right to your door so you will never forget to maintain your system. sign up at rid-x.com. i have a cold, and i took nyquil, but i'm still "stubbed" up. [ male announcer ] truth is, nyquil doesn't unstuff your nose. what? [ male announcer ] it doesn't have a decongestant. no way. [ male announcer ] sorry. alka-seltzer plus fights your worst cold symptoms plus has a fast acting decongestant to relieve your stuffy nose. [ sighs ] thanks! [ male announcer ] you're welcome. that's the cold truth! [ male announcer ] alka-seltzer plus. ♪ oh what a relief it is! ♪ [ male announcer ] to learn more about the cold truth and save $1 visit alka-seltzer on facebook. n [ male announcer ] to learn more about the cold t
more dishwasher brands in north america recommend cascade. degree created an antiperspirant that's just as strong. degree clinical protection. up to three times the strength of a basic antiperspirant. degree clinical protection. unapologetically strong. the rid-x septic subscriber program helps prevent backups by sending you monthly doses right to your door so you will never forget to maintain your system. sign up at rid-x.com. i have a cold, and i took nyquil, but i'm still "stubbed"...
253
253
Nov 19, 2012
11/12
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CNBC
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eye 253
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briggs and stratton is north america's number one manufacturer of portal generators. as well as pressure washers and also leading maker of stand by generators. and another business that should benefit from the aftermath of sandy. briggs and stratton is such a big player, why aren't they ramallying? part of it is because briggs and stratton gets only 10% of the sales from generators. the company is very far from pure play, however, they make the best generators. i think 10% number could grow as buying a backup generator becomes more mainstream. you have to remember millions of people are without power for days or weeks in the northeast. some people still don't have power. people are thinking to themselves, next time i'm going to have a generator. the idea of homeowners buying stand by generators as storm insurance. you know, it implies the same at briggs and stratton. i think that generator business is definitely big enough to move the needle in a post sandy environment where people realize the horrific storms are here to stay. now briggs and stratton reported a disapp
briggs and stratton is north america's number one manufacturer of portal generators. as well as pressure washers and also leading maker of stand by generators. and another business that should benefit from the aftermath of sandy. briggs and stratton is such a big player, why aren't they ramallying? part of it is because briggs and stratton gets only 10% of the sales from generators. the company is very far from pure play, however, they make the best generators. i think 10% number could grow as...
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231
Nov 9, 2012
11/12
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CNBC
tv
eye 231
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invest in america salute to the troops. we have a great lineup. members of the military will be here in the studio and we have a pretty big interview planned. that's what you call a tease. make sure you're watching tomorrow. and now it is time -- it is time for the lightning round on cramer's "mad money". what is that about? rapid fire calls. are you ready? start with the lightning round. randy in new york. randy? >> good evening, mr. cramer. >> yo-yo, what's shaking? >> it's a pleasure to be on your show. jim, i'm a bit concerned. this stock is very volatile in the last week. short term and long term. where do you see generac going? >> my friend herb greenberg was talking about stocks that are parabolic. that hit its high. don't pull the trigger on that stock until it's under $30, please. let's go to josh in pennsylvania. josh? >> this is a mannheim central boo-yah to you. >> you know i'm a mannheim backer. did help you guys after that terrible time you had. what's up? >> my stock is cyou. >> yeah. you know, i'm not going to recommend any individ
invest in america salute to the troops. we have a great lineup. members of the military will be here in the studio and we have a pretty big interview planned. that's what you call a tease. make sure you're watching tomorrow. and now it is time -- it is time for the lightning round on cramer's "mad money". what is that about? rapid fire calls. are you ready? start with the lightning round. randy in new york. randy? >> good evening, mr. cramer. >> yo-yo, what's shaking?...